administration officer | paraplanner in Wollongong

posted
contact
lael taylor, randstad
job type
temporary
apply now

job details

posted
location
wollongong, new south wales
specialism
banking & financial services
job type
temporary
working hours
Full-Time
experience
1 year
reference number
90M0375590_1549847726
contact
lael taylor, randstad
apply now
Apply with

job description

The Company

A small boutique financial planning business with a great working environment and culture.

Our business has been established for over 31 years and our success stems from providing clients with a very high level of service and advice. We strive to achieve absolute excellence to all clients by forging lasting relationships and providing an enjoyable and seamless experience.

Seeking

We are looking for someone who is passionate about building a career in financial planning – we will be here to support, mentor and invest in you. We are seeking someone who aspires to be the best they can be, who wants to be part of something great and something that will be meaningful.

You will be provided with responsibility and we will need you to operate with autonomy. We will work hard and have fun. As part of that, we need outcomes and need you to get things done. We value curiosity. We need someone who is innovative and creative so they can continually seek improvement in their role and the way that we do things.

The role

  • The primary role will be to produce quality, client friendly, advice documents in a timely and efficient manner. The successful applicant will require strong attention to detail.
  • You will also provide a support role for the advisers in managing client relationships. You will speak with and deal with clients for administrative matters, whilst also overseeing the preparation for client meetings and lodging documents off the back of meetings.
  • Will be liaising with fund managers and clients on a daily basis
  • Ensure all Investment Administration including withdrawals and applications for new and exsisting clients is completed within reasonable time frame

Other

  • You have or are just about to complete a Business/Finance degree. It would be preferred if you have completed some studies in Financial Planning and/or have already worked in a financial planning business
  • You need to have excellent oral and written communication skills.
  • You need to be able to operate in a highly professional business who deal with affluent, high net wealth and high net income individuals and families.
  • You must be a team player.
  • Excellent computer skills is a must.
  • Analytical thinker and strong attention to detail

If this role sounds like the next step in your career please press the 'Apply for this job' button and submit your resume.

Candidates with the necessary skillset and experience will be contacted to discuss further.

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

skills

Customer Service, communication skills, computer literacy, well developed and organised, decision making skills, problem solving and analytical, solution focussed,

qualification

Financial Planning
Financial Services

educational requirements

Associate Degree/Diploma